AGP Franklin’s Dominion Energy D Stock Holding History

AGP Franklin’s Portfolio D Stock Details D Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.36M	Sell	22,415 -942	-4%	-$63.3K	0.59%	50
2026 Q2	$1.6M	Buy	23,357 +1,404	+6%	+$91.3K	0.69%	47
2026 Q1	$1.36M	Sell	21,953 -34,457	-61%	-$2.13M	0.68%	48
2025 Q4	$3.31M	Sell	56,410 -800	-1%	-$48.2K	1.55%	25
2025 Q3	$3.5M	Buy	57,210 +952	+2%	+$56.6K	1.71%	17
2025 Q2	$3.18M	Buy	56,258 +5,565	+11%	+$305K	1.68%	17
2025 Q1	$2.72M	Buy	50,693 +2,446	+5%	+$135K	1.68%	20
2024 Q4	$2.6M	Buy	+48,247	New	+$2.75M	1.58%	21

Other funds holding D

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

AGP Franklin's D Position: Q3 2026 in Review

AGP Franklin reduced its Dominion Energy (D) stake by 4% in Q3 2026, selling an estimated $63.3K and leaving 22,415 shares worth $1.36M. The position accounts for 0.59% of the portfolio, ranked #50.

AGP Franklin first reported a position in D in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.5M in Q3 2025. 944 funds tracked by Wall St. Rank hold D as of Q3 2026.

AGP Franklin held 22,415 shares of Dominion Energy worth $1.36M as of Q3 2026.
AGP Franklin sold 942 Dominion Energy shares in Q3 2026, an estimated $63.3K.
Dominion Energy made up 0.59% of AGP Franklin's portfolio in Q3 2026, its #50 holding.
AGP Franklin first reported a position in Dominion Energy in Q4 2024 and has held it in 8 quarters since.
AGP Franklin's Dominion Energy position peaked at $3.5M in Q3 2025.
944 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on AGP Franklin's 13F filing for Q3 2026, filed 4 Nov 2026.